Acumen Financial Planning

Acumen Financial Planning

Financial Services Park, United Kingdom 63 employees
Employees
63
Contacts
1
Emails
1

Acumen Financial Planning Overview

Headquarters
Park, United Kingdom
Phone Number
Available in AeroLeads
Website
acumenfp.com
Industry
Financial Services
Employees
63
Founded
2002
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Acumen Financial Planning

Accredited Financial Planning Firm of the Year 2024 Accredited Financial Planning Firm of the Year 2018 Accredited Financial Planning Firm of the Year 2016 New Model Adviser Firm of the Year 2017, 2018 & 2019 (Scotland & N I) We are an award-winning, independent Accredited and Chartered Financial Planning Firm, helping clients across the UK achieve their full financial promise. We provide clients with a clear view of their financial future. In particular, we offer advice on:- Pensions & Retirement Planning Savings & Investments Tax Planning Estate Planning Corporate & Workplace Pensions Authorised and regulated by the Financial Conduct Authority. More details can be found on our website http://www.acumenfp.com/

Acumen Financial Planning Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Acumen Financial Planning Org Chart

Sample employees and titles
Name Title Contact
Sarah Macfarlane Administration Pa
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David Wardrop Dippfs Trainee Paraplanner at Acumen Financial
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David Gow Fpfs Certified and Chartered Financial Planner Director, Chartered and Certified
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Keith Mackie Group Managing Director
Email

Employees by Management Level

Individual contributor 12 profiles
Director 3 profiles
Manager 2 profiles
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 2 1 2
Executive 1 1 0
IT 1 1 0

Acumen Financial Planning Tech Stack

Cloud / infrastructure 1 profile

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